Qualcomm and LG Settle Dispute
Qualcomm has buried the hatchet with LG after the smartphone vendor agreed to pay more for its chips.
LG said the dispute with Qualcomm has been completely settled, although it did not say how much it had agreed to pay. Earlier it had claimed Qualcomm had overcharged for the chips under a licensing contract.
The news about the lawsuit settlement emerged following Qualcomm’s profit forecast for the second quarter in January, which was below what Wall Street’s tarot readers had predicted.
The company expected its mobile chip shipment to fall by 16-25 per cent in the second quarter. Additionally, it expected 3G and 4G device shipment to decline by 4 to 14 per cent. As for the first quarter of 2016, Qualcomm’s chip shipment fell 10 per cent , with a drop in revenue by 21.6 per cent. Revenue from licensing declined 10.4 per cent, suggests a Reuters report.
An LG spokesperson said that this kind of dispute was “actually nothing” and was similar to the ones that the industries had in the past.
“Qualcomm has lowered its royalty rate to LG in return for LG’s guaranteed purchase of Qualcomm processors, which are currently being used in its flagship handsets and will be used in upcoming flagship models,” added the official.
Qualcomm might have been a little nervy. LG has invested millions to develop its own chipset, in an attempt to cut down its dependency on Qualcomm for mobile processors.
Courtesy-Fud
Google Says A.I. Is The Next Big Thing
Every decade or so, a new era of computing comes along that influences everything we do. Much of the 90s was about client-server and Windows PCs. By the aughts, the Web had taken over and every advertisement carried a URL. Then came the iPhone, and we’re in the midst of a decade defined by people tapping myopically into tiny screens.
So what comes next, when mobile gives way to something else? Mark Zuckerberg thinks it’s VR. There’s likely to be a lot of that, but there’s a more foundational technology that makes VR possible and permeates other areas besides.
“I do think in the long run we will evolve in computing from a mobile-first to an A.I.-first world,” said Sundar Pichai, Google’s CEO, answering an analyst’s question during parent company Alphabet’s quarterly earnings call Thursday.
He’s not predicting that mobile will go away, of course, but that the breakthroughs of tomorrow will come via smarter uses of data rather than clever uses of mobile devices like those that brought us Uber and Instagram.
Forms of artificial intelligence are already being used to sort photographs, fight spam and steer self-driving cars. The latest trend is in bots, which use A.I. services on the back end to complete tasks automatically, like ordering flowers or booking a hotel.
Google believes it has a lead in A.I. and the related field of machine learning, which Alphabet’s Eric Schmidt has already pegged as key to Google’s future.
Machine learning is one of the ways Google hopes to distinguish its emerging cloud computing business from those of rivals like Amazon and Microsoft, Pichai said.
Source-http://www.thegurureview.net/aroundnet-category/google-says-a-i-is-the-next-big-thing-in-computing.html
Google, Microsoft Drop Regulatory Complaints
May 2, 2016 by admin
Filed under Around The Net
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Microsoft Corp and Alphabet Inc’s Google have reached a deal to drop all the regulatory complaints against each other, the companies told Reuters.
“Microsoft has agreed to withdraw its regulatory complaints against Google, reflecting our changing legal priorities. We will continue to focus on competing vigorously for business and for customers,” a Microsoft spokesperson said in an email.
Google, in a separate email, said the companies would want to compete vigorously based on the merits of their products, not in “legal proceedings”.
The companies in September agreed to bury all patent infringement litigations against each other, settling 18 cases in the United States and Germany.
“… Following our patent agreement, we’ve now agreed to withdraw regulatory complaints against one another,” Google said on Friday.
Google’s rivals had reached out to U.S. regulators alleging that the Internet services company unfairly uses its Android system to win online advertising, people with knowledge of matter told Reuters last year.
The European Commission also accused Google last year of distorting internet search results to favor its shopping service, harming both rivals and consumers.
Source-http://www.thegurureview.net/aroundnet-category/google-microsoft-drop-regulatory-complaints-against-each-other.html
Is TSMC Taking A Fall?
On Thursday Taiwan Semiconductor Manufacturing Company announced an 18 percent quarterly revenue decline for Q1 2016 from the same timeframe a year ago in Q1 2015. The chip manufacturing giant also announced Q1 2016 net profit of $2 billion USD ($64.78 billion TWD), representing an 8.3 percent quarterly profit decline from the same timeframe a year ago in Q1 2015.
For TSMC, Q1 2016 was marked by a reduction of demand for high-end smartphones, while smartphone demand in China and emerging markets had upward momentum. Beginning Q2 2016 and onward, the company expect to get back onto a growth trajectory and is projected to hit a 5 to 10 percent growth rate in 2016.
“Our 10-nanometer technology development is on track,” said company president and co-CEO Mark Liu during the company’s Q4 2015 earnings call. “We are currently in intensive yield learning mode in our technology development. Our 256-megabit SRAM is yielding well. We expect to complete process and product qualification and begin customer product tape-outs this quarter.”
“Our 7-nanometer technology development progress is on schedule as well. TSMC’s 7 nanometer technology development leverage our 10-nanometer development very effectively. At the same time, TSMC’s 7-nanometer offers a substantial density improvement, performance improvement and power reduction from 10-nanometer.
These two technologies, 10-nanometer and 7-nanometer, will cover a very wide range of applications, including application processors for smartphone, high-end networking, advanced graphics, field-programmable gate arrays, game consoles, wearables and other consumer products.”
In Q1 2016, TSMC reached a gross margin of 44.9 percent, an operating margin of 34.6 percent and a net profit margin of 31.8 percent respectively. Going forward into Q2 2016, the company is expecting revenue between ~$6.65 billion and ~$6.74 billion USD, gross margins between 49 and 51 percent, and operating profit margins between 38.5 and 40.5 percent, respectively.
Chips used for communications and industrial uses represented over 80 percent of TSMC’s revenue in FY 2015. The company was also able to improve its margins by increasing 16-nanometer production, and like many other semiconductor companies, is preparing for an expected upswing sometime in 2017.
In February, a 6.4-magnitude earthquake struck southern Taiwan where TSMC’s 12-inch Fab 14 is located, a current site of 16-nanometer production. The company expected to have a manufacturing impact above 1 percent in the region with a slight reduction in wafer shipments for the quarter.
“Although the February 6 earthquake caused some delay in wafer shipments in the first quarter, we saw business upside resulting from demand increases in mid- and low-end smartphone segments and customer inventory restocking,” said Lora Ho, Senior Vice President and Chief Financial Officer of TSMC.
“We expect our business in the second quarter will benefit from continued inventory restocking and recovery of the delayed shipments from the earthquake.”
In fiscal year 2016, the company will spend between $9 and $10 billion on ramping up the 16-nanometer process node, constructing Fab 15 for 12-inch wafers in Nanjing, China, and beginning commercial production of the 10-nanometer FinFET process at this new facility. Samsung and Intel are also expected to start mass production of 10-nanometer products by the end of 2016.
During its Q4 2015 earnings call, company president and co-CEO Mark Liu stated the company is currently preparing and working on a 7-nanometer process node and plans to begin volume production sometime in 2018. Meanwhile, since January 2015, a separate research and development team at TSMC has been laying the groundwork for a 5-nanometer process which the company expects to bring into commercial production sometime in 1H 2020.
So far in Q1 2016, shipments of 16 and 20-nanometer wafers have accounted for around 23 percent of the company’s total wafer revenues.
Courtesy-Fud
Is Samsung Preparing For A Price War?
Samsung Electronics changing its approach to its memory chip business and focus on market share over profit margins and the industry will suffer, according to one analyst.
Bernstein Research’s senior analyst Mark C. Newman said that the competitive dynamic in the memory chip industry is not as good as we thought due to Samsung’s aggressive and opportunistic behavior. This is analyst speak for Samsung is engaging in a supply and price war with the other big names in the memory chip marking business – SK hynix and Micron.
“Rather than sit back and enjoy elevated profit margins with a 40 percent market share in DRAMs, Samsung is intent on stretching their share to closer to 50 percent,” he said.
Newman said the company is gaining significant market share in the NAND sector.
“Although Samsung cares about profits, their actions have been opportunistic and more aggressive than we predicted at the expense of laggards particularly Micron Technology in DRAMs and SK hynix in NANDs,” he said.
SK hynix is expected to suffer. “In NAND, we see Samsung continuing to stretch their lead in 3D NAND, which will put continued pressure on the rest of the field. SK hynix is one of the two obvious losers.”
Newman said that Samsung’s antics have destroyed the “level of trust” among competitors, perhaps “permanently,” as demand has dropped drastically with PC sales growth down to high single digits in 2015 with this year shaping up to be the same.
“Sales of smartphones, the main savior to memory demand growth have also weakened considerably to single digit growth this year and servers with datacenters are not strong enough to absorb the excess, particularly in DRAM,” Newman said.
He is worried that Samsung could create an oversupply in the industry.
“The oversupply issue is if anything only getting worse, with higher than normal inventories now an even bigger worry. Although we were right about the shrink slowing, thus reducing supply growth, the flip side of this trend is that capital spending and R&D costs are soaring thus putting a dent in memory cost declines,” he said.
China’s potential entry into the market and new technologies will provide further worries “over the longer term.”
“Today’s oversupply situation would become infinitely worse if and when China’s XMC ramps up big amounts of capacity. New memory technologies such as 3D X-point, ReRAM and MRAM stand on the sidelines and threaten to cannibalize part of the mainstream memory market,” he said.
Courtesy-Fud
Will Google Stop Using Java?
Google is so hacked off with Oracle’s java antics it is seriously considering taking it out of Android and replacing it with Apple’s open sauce Swift software.
While we would have thought that there would be little choice between Oracle and Apple as evil software outfits, the fact that Apple uncharacteristically made Swift open source might make life a bit brighter for Google. At the moment Oracle is suing Google for silly money for its Java use in Android.
Swift was created as a replacement for Objective C, and is pretty easy-to-write. It was introduced at WWDC 2014, and has major support from IBM as well as a variety of major apps like Lyft, Pixelmator and Vimeo that have all rebuilt iOS apps with Swift.
But since Apple open sourced Swift, Google, Facebook and Uber have al said that they are interested in it. Taking Java out of Android is a big job. Google would also have to make its entire standard library Swift-ready, and support the language in APIs and SDKs. Some low-level Android APIs are C++, which Swift cannot bridge to. Higher level Java APIs would also have to be re-written.
Of course if it did all this, Apple might realize that its biggest rival was using its own software to club it to death. It might not be be so nice about allowing Swift out to play and eventually Google have to fork Swift and dump the Apple version. This would probably result in an anst-ridden moan album about how life is so unfair which makes a fortune while scoring passive agressive revenge on the dumpee.
Courtesy-Fud
Windows 10 Passes 20% User Share Mark
For the first time since its debut, Windows 10 accounted for more than one-fifth of the visits to sites tracked by the Digital Analytics Program (DAP), which mines traffic to more than 4,000 websites on over 400 different domains maintained by U.S. government agencies, such as the Internal Revenue Service and the National Weather Service.
The bulk of the visits to DAP websites originate in the U.S.
So far Windows 10 has recorded 20.2% of visits in March by Windows PCs, smartphones and tablets. That was a one-percentage point increase from February and more than two percentage points above January’s.
Although Microsoft irregularly trumpets the number of devices running Windows 10 — the last time was nearly three months ago — data from DAP and metrics vendors like Net Applications and StatCounter are the only publicly available sources for monitoring Windows 10 adoption.
But these external measurements are rough at best.
A case in point: Because overall traffic to DAP websites plummets on weekends — total visits by Windows devices on Saturday and Sunday are typically less than half that of a weekday — Windows 10 may be unrepresented, as more Windows PCs used during the work week are business machines, which predominantly run the corporate standard, Windows 7.
Microsoft has just over four months left to boost Windows 10 adoption by pushing the free upgrade to eligible Windows 7 and 8.1 devices. That deal is set to expire July 29, on the one-year anniversary of Windows 10′s launch.
Windows 10 adoption growth has slowed each month this year. At the pace of past three months, Windows 10 should account for approximately 26% of DAP’s traffic by the end of July. (Other data sources have repeatedly portrayed global adoption of Windows 10 at lower rates than in the U.S.)
Will that match whatever goal Microsoft set when it decided to give away upgrades? Microsoft’s not saying, and even if it did, there would be no way to verify any claim.
Source- http://www.thegurureview.net/computing-category/windows-10-passes-20-user-share-mark.html
Is Apple Trying To Rain On Intel’s Parade?
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Intel’s cunning plans for computers that will recognize human emotion using its RealSense 3D camera, have been killed off in the short term by Apple.
RealSense is a mix of infrared, laser and optical cameras to measure depth and track motion. It can be used on a drone that can navigate its own way through a city block, but it is also good at detecting changes in facial expressions, and Intel wanted to give RealSense the ability to read human emotions by combining it with an emotion recognition technology developed by Emotient.
Plugging in Emotient allowed RealSense to detect whether people are happy or sad by analyzing movement in their lips, eyes and cheeks. Intel said that it could detect “anger, contempt, disgust, fear,” and other sentiments.
A few months ago the fruity cargo cult Apple acquired Emotient. Intel has removed the Emotient plug-in from the latest version of the RealSense software development kit.
It is not clear at this point if Apple told Intel that it invented the plug in and so it had to sling its hook, or if Intel did not want Jobs’ Mob anywhere near its technology.
The RealSense SDK has features that allow it to recognize some facial expressions, but it’s unclear if they’ll be as effective as the Emotient technology.
Courtesy-Fud
Will Razer’s External Graphics Box Fail?
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We first saw the Razer Core, an external graphics box that connects to a notebook via Thunderbolt 3 port, back at CES 2016 in January, and today, Razer has finally unveiled a bit more details including the price, availability date and compatibility details.
At the GDC 2016 show in San Francisco, Razer has announced that the Core will be ready in April and have a price of US $499. As expected, it has been only validated on Razer Blade Stealth and the newly introduced Razer Blade 2016 Edition notebooks but as it uses Thunderbolt 3 interface, it should be compatible with any other notebook, as long as manufacturer wants it.
With dimensions set at 105 x 353 x 220mm, the Razer Core is reasonably portable. It comes with a 500W PSU and features four USB 3.0 ports, Gigabit Ethernet and Thunderbolt 3 port which is used to connect it to a notebook.
As far as graphics cards support is concerned, Razer says that the Core will work with any AMD Radeon graphics card since Radeon 290 series, including the latest R9 Fury, R9 Nano and Radeon 300 series, as well as pretty much all Nvidia Maxwell GPU based graphics cards since Geforce GTX 750/750 Ti, although we are not sure why would you pair up a US $500 priced box with a US $130 priced graphics cards. The maximum TDP for the graphics card is set at 375W, which means that all dual-GPU solutions are out of the picture, so it will go as far as R9 Fury X or the GTX Titan X.
There aren’t many notebooks that feature a Thunderbolt 3 ports and we have heard before that Thunderbolt 3 might have certain issues with latency, which is probably why other manufacturers like MSI and Alienware, went on with their own proprietary connectors. Of course, Razer probably did the math but we will surely keep a closer eye on it when it ships in April. Both AMD and Nvidia are tweaking their drivers and already have support for external graphics, so it probably will not matter which graphics card you pick.
According to Razer, the Razer Core will be available in April and priced at US $499. Razer is already started taking pre-orders for the Razer Core and offers a US $100 discount in case you buy it with one of their notebooks, Razer Blade 2016 or Blade Stealth.
Courtesy-Fud
MediaTek Shows Off The Helio X25 Chip
MediaTek has told Fudzilla that the Helio X25 SoC is not only real, but that it is a “turbo” version of the Helio X20.
Meizu is expected to be one of the first companies to use the X25. Last year it was also the first to use MTK 6795T for its Meizu MX5 phone. In that case the “T” suffix stood for Turbo. This phone was 200 MHz faster than the standard Helio X10 “non T” version.
In 2016 is that MediaTek decided to use the new Helio X25 name because of a commercial arrangement. MediaTek didn’t mention any of the partners, but confirmed that the CPU and GPU will be faster. They did not mention specific clock speeds. Below is a diagram of the Helio X20, and we assume that the first “eXtreme performance” cluster will get a frequency boost, as well as the GPU.
The Helio X25 will not have any architectural changes, it is just a faster version of X20, just like MTK 6795T was faster version of MTK 6795. According to the company, the Helio X25 will be available in May.
This three cluster Helio X25 SoC has real potential and should be one of the most advanced mobile solutions when it hits the market.The first leaked scores of the Helio X20 suggest great performance, but the X25 should have even better scores. There should be a dozen design wins with Helio X20/ X25 and most of them are yet to be announced. There should be a few announcements for the Helio X25 soon, but at least we do know that now there will be a even faster version of three cluster processor.
Courtesy-Fud